Marks Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 317 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.57 and the average weighting 0.2%.

Quarter-by-quarter ownership
Marks Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$22,690,000
-9.3%
116,675
-5.4%
6.91%
-11.6%
Q4 2021$25,020,000
+136.1%
123,277
+128.6%
7.82%
+118.6%
Q2 2021$10,595,000
+6.7%
53,931
+2.8%
3.58%
+9.6%
Q1 2021$9,927,000
-13.1%
52,450
-21.9%
3.26%
-17.7%
Q4 2020$11,422,00067,1943.96%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders